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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,863 | $82,678-49.4% | $125,391-66.6% | $68,490-38.9% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -13.54% | -5.97%-7.6pp | 572.41%-586.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,125 | $3,382-37.2% | $4,816-55.9% | $2,597-18.2% |
| Participant deferral / active EE | $2,112 | $6,111-65.4% | $7,448-71.6% | $4,028-47.6% |
| Admin fee / account holder | $2,609 | $6,277-58.4% | $10,009-73.9% | $5,403-51.7% |